Tandem Wealth Advisors’s Hershey HSY Stock Holding History

Tandem Wealth Advisors’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,016	Closed	-$189K	–	60
2023 Q4	$189K	Hold	1,016	–	–	0.11%	51
2023 Q3	$203K	Buy	1,016 +33	+3%	+$7.39K	0.12%	50
2023 Q2	$245K	Buy	983 +5	+0.5%	+$1.31K	0.15%	44
2023 Q1	$249K	Sell	978 -3	-0.3%	-$705	0.15%	37
2022 Q4	$227K	Buy	+981	New	+$226K	0.14%	43

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Tandem Wealth Advisors's HSY Position: Q1 2024 in Review

Tandem Wealth Advisors sold out of Hershey (HSY) in Q1 2024, closing a stake of 1,016 shares — an estimated $189K sold.

Tandem Wealth Advisors first reported a position in HSY in Q4 2022 and held it in 5 quarters. The position peaked at $249K in Q1 2023. 1,360 funds tracked by Wall St. Rank hold HSY as of Q1 2024.

Tandem Wealth Advisors reported no remaining Hershey position as of Q1 2024 after selling out during the quarter.
Tandem Wealth Advisors sold 1,016 Hershey shares in Q1 2024, an estimated $189K.
Tandem Wealth Advisors first reported a position in Hershey in Q4 2022 and held it in 5 quarters.
Tandem Wealth Advisors's Hershey position peaked at $249K in Q1 2023.
1,360 funds tracked by Wall St. Rank held Hershey as of Q1 2024.

Based on Tandem Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.